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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,731 | $157,296-82.4% | $141,191-80.4% | $152,897-81.9% |
| Participation rate | 5.6% | 84.8%-79.3pp | 82.5%-76.9pp | 82.5%-76.9pp |
| Annual return | 26.26% | 64.34%-38.1pp | 71.41%-45.1pp | 345.43%-319.2pp |
| Employer contribution / active EE | $139 | $5,262-97.4% | $4,736-97.1% | $4,764-97.1% |
| Participant deferral / active EE | $174 | $7,111-97.6% | $6,710-97.4% | $5,851-97.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |